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Delos Wealth Advisors’s Local Bounti LOCL Stock Holding History

Delos Wealth Advisors’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256 Hold
220
– – ﹤0.01% 251
2025
Q4 		$471 Hold
220
– – ﹤0.01% 254
2025
Q3 		$658 Buy
+220
New +$595 ﹤0.01% 275

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Delos Wealth Advisors's LOCL Position: Q1 2026 in Review

Delos Wealth Advisors held its Local Bounti (LOCL) position steady in Q1 2026 at 220 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Delos Wealth Advisors first reported a position in LOCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $658 in Q3 2025. 24 funds tracked by Wall St. Rank hold LOCL as of Q1 2026.

  • Delos Wealth Advisors held 220 shares of Local Bounti worth $256 as of Q1 2026.
  • Delos Wealth Advisors left its Local Bounti share count unchanged in Q1 2026.
  • Local Bounti made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #251 holding.
  • Delos Wealth Advisors first reported a position in Local Bounti in Q3 2025 and has held it in 3 quarters since.
  • Delos Wealth Advisors's Local Bounti position peaked at $658 in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.